Lead Management

Manage your prospects from enquiry through to closing the deal

Streamlining your Lead Management Process

Our lead management software, as recommended by PCMag, helps you manage your sales leads, or prospects, from initial inquiry through to a confirmed sale. When you create a new lead you’ll be able to manage your interaction with them right through the sales process, generating sales opportunities and forecasts.

The custom fields feature means you can set up your data to record what’s important to your business. For example, you might include tags and lead ratings, using Custom Fields, to help qualify your prospects, recording more data as your interactions build up.

Web-to-Lead Forms

If you are also subscribed to our Advanced Marketing module, you can capture leads directly from your website. The web-to-leads forms feature lets you collect prospects’ details using a form on your website that will automatically create a lead in your Really Simple Systems CRM.

What is Lead Management?

Lead management is about creating a complete process to track and manage your sales leads (your potential customers) from their initial contact with your business through to their “conversion” into a sale, and so into being a customer.

But it doesn’t stop there. Lead management software also creates a process for how you maintain your relationship with the customer. Hence, the customer becomes a repeat customer, a loyal customer, and in time an advocate of your product or service.